Title Partner, Private Client
Salary Open
Location Cornwall Devon
Job Information

Private Client Partner
Private Client Senior Associate
Team Move

We are seeking to find a Private Client Partner or Senior Associate that is ready to take on their final career challenge. Key areas of knowledge that we are seeking to find are listed below:


Succession planning
Will preparation
Probate and the administration of estates
Tax, tax risk and tax planning
Dealing with mental incapacity/capacity related issues
Contentious family or probate dispute
The structuring of art, heritage, cultural or other unique assets, and
Wealth preservation more generally.


The two core skills that a private client professional practitioner needs are technical excellence and strong people skills. Whether it’s helping an elderly client to pass on his or her estate, or structuring the major assets of the world’s wealthiest families, the work involves a tremendous variety of legal and practical issues that need to be solved.


Core skills and knowledge will include:
Drafting wills, powers of attorney or other legal documents
Handling probate and executorship matters
Negotiating with the tax authorities in the UK or overseas
Helping to structure the purchase of houses, companies or expensive artwork of the world’s wealthiest families
Using companies or trusts in the UK or elsewhere
Dealing with disputes involving estates and trusts.


Your specialist legal team working on private client matters will be small (You the Partner, a few Senior Associates, Associates and maybe trainee), but will often form part of a team of other external advisers (accountants, financial advisers or non-UK lawyers) working on your client’s affairs.

Being able to work in such a team – and leading the team where UK tax is a concern – is a key requirement and a fascinating integral part of the work. There is scope for travel: from visiting a landed estate in Cumbria to meeting with the mobile rich in Monaco. The variety of clients is immense: from titled landowners with inherited wealth to entrepreneurs or celebrities with ‘new money’. The best part of your job is dealing with these interesting, sometimes high-profile, people – getting to know them very well and helping to steer them through the tax and legal hurdles they face to achieve their objectives. The downside is working with the sheer length and complexity of our tax UK legislation – perhaps the longest and most complex in the world. If this is part of your job remit, then you are the candidate that we are seeking to find.
The key issues of experience and knowledge that we are seeking to find in this area at the moment are the myriad of tax changes and consultations initiated by the UK government since 2011 and which show no real sign of slowing down and so are likely to stimulate a lot of work for you in the next few years. There is also a major focus in the media on international wealth and tax issues, and the regulation and increased transparency of offshore financial centers will make for interesting times for clients and advisers.

Other intellectual factors that we are seeking to find are:
Strong intellect and ability to think creatively.
Technical drafting and analytical skills.
Empathy and emotional intelligence.
Types of law practised by private client solicitors
Creative Wills and thorough complex probate knowledge
Personal tax and trusts.
Powers of Attorney and Court of Protection work.
Contentious trusts and estates.


Contact: Jonny Scott-Slater LLM
01872 274227
E – CV2 talentedlawyers@aol.com
Confidentiality is assured